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[18 Jun 2025 2:30pm Zoom] Equity Investing (Investment Series 1 Module 2)

HK$180.00

Date: 18 June 2025 (Wednesday) Time: 14:30 - 17:30The course mainly covers below major topics:History of Stock TradingWhat is Equity and Equity MarketDifferent Types of StocksFinancial StatementEarning ManagementEconomics ModelValuation Example..

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[One hour certificate issue] 20 Jun 2025 Intensive Course: Licensing Examination for Securities and Futures Intermediaries (Paper 1, Paper 7, and Paper 8) Paper 1: Fundamentals of Securities and Futures Regulation

HK$480.00

Date: 20 June 2025 (Friday) Time: 10:00 - 12:00 & 14:30 - 16:30Speedy Certificate Issuance: Guaranteed certificate issue within one Hour after successful completion of the course (Not applicable for discounted and reward points purchases course)Course ObjectivesLearn key point to obtaining the proper securities license.Helping practice ..

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[One hour certificate issue] 23 June 2025 The eMPF Platform for Member and Employer (MPF Core Activities Series Module 1)

HK$240.00

Date: 23 June 2025 (Monday) Time: 14:30 - 16:30Speedy Certificate Issuance: Guaranteed certificate issue within one Hour after successful completion of the course (Not applicable for discounted and reward points purchases course)The course mainly covers below major topics:積金易平台簡介積金易助理介面成員平台功能概覽僱主平台功能概覽..

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[One hour certificate issue] 24 Jun 2025 Medical Claim

HK$240.00

Date: 24 June 2025 (Tuesday) Time: 14:30 - 16:30Speedy Certificate Issuance: Guaranteed certificate issue within one Hour after successful completion of the course (Not applicable for discounted and reward points purchases course)Course ObjectivesApply their knowledge of health insurance definitions and explain the elements of health insuranc..

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[One hour certificate issue] 26 Jun 2025 The eMPF Assistant Portal and Conduct of MPF Intermediaries (MPF Core Activities Series Module 2)

HK$240.00

Date: 26 June 2025 (Thursday) Time: 14:30 - 16:30Speedy Certificate Issuance: Guaranteed certificate issue within one Hour after successful completion of the course (Not applicable for discounted and reward points purchases course)The course mainly covers below major topics:積金易平台簡介積金易助理介面 - 成員 / 僱主相關的中介人操守要求工具及支援服務..

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[One hour certificate issue] 27 Jun 2025 Intensive Course: Licensing Examination for Securities and Futures Intermediaries (Paper 1, Paper 7, and Paper 8) Paper 7: Financial Market

HK$480.00

Date: 27 June 2025 (Friday) Time: 10:00 - 12:00 & 14:30 - 16:30Speedy Certificate Issuance: Guaranteed certificate issue within one Hour after successful completion of the course (Not applicable for discounted and reward points purchases course)Course ObjectivesLearn key point to obtaining the proper securities license.Helping practice an..

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[Coming Soon] Real Estate Investment

HK$180.00

Course Objectives了解香港住宅需求與社會發展的關係了解香港住宅近年市況釐清香港的置業夢想與謎思留意置業/投資香港住宅注意事項了解香港住宅投資回報The course mainly covers below major topics:置業難?為何想置業?樓價太高置業夢何時開始?持有物業優勢持有物業注意事項置業成本香港住宅樓市潛力香港住宅樓市風險理財部署選擇物業策略賣樓注意事項..

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[Coming Soon] Derivative Investment (Investment Series 1 Module 3)

HK$180.00

Course ObjectivesThis course will introduce different types of derivatives investment in the market such as forward, futures and optionsThe mechanism will be taught in class for different type of derivatives productsSimple valuation will also be taught in class and examples will be shownThe course mainly covers below major topics:What is Derivative..

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[Coming Soon] Life Stages Consultative Selling (Investment Series 2 Module 1)

HK$180.00

Course ObjectivesUnderstand the characteristics and insurance needs in different life stage for individual client so that they can use appropriate sales strategy and techniquesStudents should know different life stage will have different insurance needs, therefore, students can provide professional financial planning service like a consultantThe co..

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[Coming Soon] Basic Portfolio Management Strategies (Investment Series 2 Module 3)

HK$180.00

Course ObjectivesUnderstand and evaluate major portfolio management and risk concepts including the mean-variance optimiser and resampled efficient frontier.Participant will understand the main objective or goal of portfolio management is to invest in a way that helps to maximize returns while minimizing the risks to achieve financial goals.This co..

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[Coming Soon] KIT Prospecting System (Selling Skills Series Module 2)

HK$180.00

The course mainly covers below major topics:定聯系統定聯系統的執行操作養成關係式聊天聊天技巧8大注意主動建立生活化 話題庫..

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[Coming Soon] Intensive Course: Licensing Examination for Securities and Futures Intermediaries (Paper 1, Paper 7, and Paper 8) Paper 8: Securities

HK$240.00

Course ObjectivesLearn key point to obtaining the proper securities license.Helping practice and various question types and answering skills in the shortest time possible.Helping to master the test skills easily by combines the key points of the testThe course mainly covers below major topics:Overview of securities investmentsThe Stock Exchange of ..

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[Coming Soon] Mandatory Provident Fund (MPF) Schemes Examination Intensive Course

HK$180.00

The course mainly covers below major topics:強制性公積金(簡稱強積金)制度簡介規管架構強積金制度的主要特點 (包括附錄 III、IV、V、VI、IX)強積金受託人強積金計劃及投資 (包括附錄 VII)職業退休計劃與強積金制度的銜接安排 (包括附錄 IX)強積金中介人 (包括強積金中介人操守守則)..

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